Kaitlin Rose Cengia
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
5 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Park Avenue Securities LLCFeb 2026 to now
- Guardian Life Insurance CompanySep 2025 to now
- Lifetime Financial GrowthSep 2025 to Feb 2026
- Anheuser BuschJul 2025 to Feb 2026
- N/aJul 2025 to Sep 2025
- Western and SouthernJun 2025 to Jul 2025
- University of Dayton AthleticsDec 2024 to May 2025
- UBS Financial ServicesJun 2023 to Dec 2023
- Cronin Chrysler Dodge Jeep RamMay 2022 to Aug 2022
- University of DaytonAug 2021 to May 2025
- Swimsafe Pool ManagementMay 2020 to Aug 2021
- Saint Ursula AcademyAug 2017 to May 2021
- N/aMay 2017 to Aug 2017
- Saint Gabriel Consolidated SchoolJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 5 states (KY, MD, OH, OR, RI).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7751594
- Firm CRD
- 46173